Accurate books are only the starting point.
You need clear numbers you can actually use.
If your books are behind, your expenses feel messy, or you’re not sure what your numbers are really telling you, I’ll help you get organized with clean monthly bookkeeping, clear reports, and financial insight that supports better business decisions.
Choose the bookkeeping plan that fits where your business is right now. Built for coaches, consultants, designers, automation specialists, and small agencies.
Not sure where to start?
Most clients begin with Cash Control for clean monthly books, cash-flow visibility, and clearer monthly reporting.
Financial Clarity
Clean monthly bookkeeping with clear, reliable reports so your books stay organized, current, and easier to understand when you need to make business decisions.
Investment
Starting at $395/month
QuickBooks Online Setup
$295 one-time
Behind on prior months? QuickBooks Online Catch-Up may be required before monthly bookkeeping begins.
Includes
Monthly Bookkeeping
Monthly Transaction Categorization
Monthly Account Reconciliations
Custom Chart of Accounts
Revenue Categorization
Monthly Profit & Loss Statement
Monthly Balance Sheet
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You have clean, accurate monthly books and know where your business stands without digging through transactions.
🔥 Most Popular
Cash Control
Monthly bookkeeping plus cash-flow visibility so you can better understand software spending, contractor costs, owner pay, and monthly cash movement.
Investment
Starting at $695/month
QuickBooks Online Setup
$295 one-time
Behind on prior months? QuickBooks Online Catch-Up may be required before monthly bookkeeping begins.
Includes
Everything in Financial Clarity, plus:
Cash-Flow Snapshot
Software & Subscription Tracking
Contractor Payment Tracking
Owner Withdrawal Tracking
Monthly Financial Summary
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You get more than clean books — you can see where cash went, what changed, and what may need attention each month.
Profit Focus
Monthly bookkeeping plus profit-focused reviews so you can understand owner pay, tax reserves, business trends, and overall profitability.
Investment
Starting at $995/month
QuickBooks Online Setup
$295 one-time
Behind on prior months? QuickBooks Online Catch-Up may be required before monthly bookkeeping begins.
Includes
Everything in Cash Control, plus:
Business Health Snapshot
Owner Pay, Tax + Profit Tracking
Monthly Profit Insights
Monthly Video Review
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You get clearer visibility into what is affecting profit, cash, owner pay, and reserves so you know what deserves attention next.
Need QuickBooks Online Catch-Up First?
If your books are behind or prior months have not been entered, categorized, or reconciled, QuickBooks Online Catch-Up may be required before monthly bookkeeping begins.
Catch-Up is scoped separately from monthly bookkeeping because pricing depends on the number of months behind, account activity, transaction volume, and whether a new QuickBooks Online account needs to be set up.
Catch-Up may include:
● Setting up a new QuickBooks Online account
● Categorizing historical transactions
● Reconciling bank and credit card accounts
● Reviewing revenue and expense categories
● Bringing prior months up to date
Pricing: quoted after reviewing your date range, account activity, transaction volume, and catch-up needs.
Once catch-up is complete, your monthly bookkeeping plan can begin with cleaner records and more reliable reports.
I was very very very behind in my books and needed someone to help me get things back in order and on track so that I could catch up my taxes. Without the help of Allison and Ready Set Streamline, I would not have been able to do it on my own! Allison is extremely attentive, communicative, and took time to explain things to me whenever I had questions. Expectations were always made clear in advance and my experience working with her could not have been any easier or better! I would highly recommend reaching out to her if you are looking for someone to take care of your business bookkeeping needs!
Prefer to Talk First?
If you’re not sure which bookkeeping plan fits or you’d rather talk through your current books before submitting a proposal request, schedule a short Bookkeeping Review. We’ll look at where your books stand now, what kind of support you need, and whether we’re a good fit.
How Getting Started Works
1 - Request Proposal
Complete the proposal request form with details about your business, current bookkeeping setup, account count, transaction volume, and support needs.
2 - Accept Proposal
Review your proposal, service details, and pricing. If you're ready to move forward, accept the proposal, sign your agreement, and complete payment to reserve your spot.
3 - Begin Onboarding
Once payment is received, you’ll receive onboarding instructions, QuickBooks Online access steps, and your cleanup or monthly bookkeeping timeline.
Helping creative service businesses turn messy books into clear financial insight.
©2026 Ready Set Streamline | All Rights Reserved.
Helping creative service businesses turn messy books into clear financial insight.
©2026 Ready Set Streamline | All Rights Reserved.